HomeMy WebLinkAbout04-09-12 (2)r,f _~.,
,rr4T,~ ,~o_~1F INHERITANCE TAX Pennsylvania ;,_ ~
APPRAIS~FI~'H~`~!J~=A~L{~,,'~M~;'~'~1 OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - +, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF DED~~;'~;:f~N.+S?~.RI~+ j1~5SESSMENT DF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 `' - l,a ,,! ~-,~
HARRISBURG PA 17128-0601
RICHARD E CONNELL ESQ
2303 MARKET ST
.. ,'~, r, , ~A?TE 04-02-2012
ESTATE OF PROSSER SHIRLEY A
L( c~?~( (7r DATE OF DEATH O 1 - 16 - 2011
C~pr-!~!,!" ~,~~„.,. FILE NUMBER 21 11-0186
Ci~~+~''r '( ;' ~I. ~~~ '' ~ COUNTY CUMBERLAND
yL~.++_.i., ~ ,~~,
~c, t~.l , F~ACN 101
CAMP HILL PA 17011-4627
APPEAL DATE: 06-01-2012
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- -) RETAIN LOWER PORTION FOR YOUR RECORDS F~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PROSSER .SHIRLEY. AFILE N0.:21 11-0186 ACN: tol DATEe n~_n~_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
I1) 158,000.00 NOTE: To ensure proper
(2) 1,000.00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
C5) 78,751.99
c6) .00
v) .00
cs) 237,751.99
(9) 3.607. 8
clo) 15,440.28
11. Total Deductions I11) 19, 047.56
12. Net Value of Tax Return I12) 218, 704.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 218,704.43
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 978.704.43 x 045 = 9,841.70
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 9,841.70
TAX CREDITS:
'^~"' ect~ttri DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-13-2011 CD015057 .00 9,841.70
TOTAL TAX PAYMENT 9,841.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.